Leads, Opportunities, & Accounts in Salesforce Lightning
Salesforce Lightning
| Intermediate
- 14 videos | 59m 17s
- Earns a Badge
To get the most out of Salesforce, you must be able to work with leads, accounts, and opportunities. Explore these concepts, and discover how to create, edit, and manage them in Salesforce.
WHAT YOU WILL LEARN
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create leads in Salesforce
manage your leads in Salesforce
edit a lead in Salesforce
convert a lead in Salesforce
consult your accounts in Salesforce
create new accounts in Salesforce
update an account in Salesforce -
create opportunities in Salesforce
manage your opportunities in Salesforce
update an opportunity in Salesforce
transfer elements in Salesforce
manage your companies in Salesforce
attach documents in Salesforce
log calls in Salesforce
IN THIS COURSE
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1.Creating a lead in Salesforce Lightning5m 36sUP NEXT
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2.Managing your leads in Salesforce Lightning4m 32s
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3.Editing a lead in Salesforce Lightning3m 25s
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4.Converting a lead in Salesforce Lightning2m 41s
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5.Consulting your accounts in Salesforce Lightning3m 4s
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6.Creating a new account in Salesforce Lightning4m 1s
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7.Updating an account in Salesforce Lightning3m 3s
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8.Creating an opportunity in Salesforce Lightning5m 50s
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9.Managing your opportunities in Salesforce Lightning4m 40s
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10.Updating an opportunity in Salesforce Lightning3m 23s
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11.Transferring an element in Salesforce Lightning4m 48s
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12.Managing your campaigns in Salesforce Lightning4m 16s
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13.Attaching documents in Salesforce Lightning4m 43s
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14.Logging a call in Salesforce Lightning5m 15s
EARN A DIGITAL BADGE WHEN YOU COMPLETE THIS COURSE
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